Slaesforce FAQ

how to turn off bcc in salesforce

by Estelle Bechtelar Published 2 years ago Updated 2 years ago
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You can turn off the Bcc box for future messages at any time. Create a new email message or reply to or forward an existing message. If the message you're composing opens in a new window, select Options > Bcc.

To bulk disable Auto BCC:
  1. Using Data Loader, export the User object. ...
  2. Open the exported CSV file and edit the EMAILPREFERENCESAUTOBCC value from True to False for each User.
  3. Save the changes as a CSV file.
  4. Perform an Update on the User object using Data Loader.

Full Answer

Do Portal users automatically BCC on Salesforce emails?

Show activity on this post. Currently, when our Portal users send any emails from Salesforce, they are automatically BCC on each email.

How to set up automatic BCC for Portal users?

Just go to Setup or your Profile and look for Email -> Automatic BCC. I believe the corresponding field in the database is User.EmailPreferencesAutoBcc So your best bet would be to see if this field matches your user's preferences and maybe mass update the Portal users.

Should you be tracking sales activity in BCC or Salesforce?

While BCC to Salesforce has undoubtedly reshaped the way sales reps approach day-to-day selling—particularly when it comes to tracking activity—there are many drawbacks: Having to manually—and consistently—add the email in BCC.

How do I cc or BCC in blind carbon copy?

Click on the CC or BCC link to add emails to Blind Carbon Copy. Type the name of the person you would like to included and it will look up this record automatically for both Contacts/Leads and/or Users Additionally, if you wish to CC or BCC individuals outside of Salesforce you can manually enter their email addresses in the CC or BCC fields.

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How do I turn off BCC automatically?

How to disable (enable) the Auto BCC ruleOpen Auto BCC for Outlook.Find the BCC rule you want to disable, click on it in the list and unselect the checkbox next to this rule. When you need to enable the rule, just tick the checkbox on the left of it:Click Ok to save changes.

How do I enable BCC in Salesforce?

Setting up BCC to SalesforceFind your user name at the upper right corner and select the drop down bar. Select "My Settings" or "Setup" from the drop down bar.Select the Email tab under “My Settings" and click on “My Email to Salesforce" tab.You will see your email to salesforce address highlighted.

How do I find BCC in Salesforce?

You can find the unique BCC address under your user name in the top right corner of Salesforce. From there, click Setup > My Settings. Now, select the Email tab and My Email to Salesforce. Just copy and paste this address into the BCC address section of the Yesware > Preferences > Integrations drop down menu in Gmail.

How do I automatically add BCC?

Under When emails are sent from, you should see your email address already filled in. In the drop-down menu beneath that, select the to anyone option. In the then automatically drop-down list, select BCC (or CC if you prefer) and enter your email address. Click Save Rule.

What is compliance BCC email in Salesforce?

Enabling compliance BCC emails prevents users from editing the BCC field on any email and disables their Automatic Bcc setting under My Email Settings. Note When compliance BCC email is enabled, you can't use predefined values for the BCC field in the Send Email action.

Would you like to automatically BCC emails to your return address Salesforce?

You can automatically log your emails to Salesforce using the Auto BCC feature in Front to associate emails to any open opportunities, leads, and contacts. To learn more about the Salesforce integration in Front, see here.

How do I BCC in Gmail Salesforce?

0:322:45How To Enable BCC to CRM (Gmail) - Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSimply head over to your male tech dashboard. From here you'll want to select settings. From theMoreSimply head over to your male tech dashboard. From here you'll want to select settings. From the left-hand menu from the settings page click the tab labeled preferences.

Does Salesforce inbox automatically log emails?

If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.

How do I receive emails in Salesforce?

Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce....Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items...

How do I remove Bcc from Outlook?

You can turn off the Bcc box for future messages at any time. Create a new email message, then choose Options >Bcc. Note: The background color distinguishes between the Bcc button being turned on or turned off.

What is the difference between CC and BCC?

Bcc stands for blind carbon copy which is similar to that of Cc except that the Email address of the recipients specified in this field do not appear in the received message header and the recipients in the To or Cc fields will not know that a copy sent to these address.

What does Bcc myself mean?

simply BCC yourself on emails that you are sending out and you want/need to follow up on. After the email is sent, you will also receive a copy in your Inbox. Because you have BCC'ed yourself, the other recipients will not know that you were also a recipient.

How to add BCC to Salesforce?

Next you’d have to find the designated email within your Salesforce instance by going into your set up through clicking your name on the top right side of the instance. You’ll then click into “My Email to Salesforce” where you’ll find your automatically generated email address link. Once you’ve obtained your designated email, go ahead and create a contact to associate the email address with for easy access. Now, you should be able to quickly add the BCC to Salesforce contact to any email you send regardless of client.

Can BCC be used in Salesforce?

Before BCC to Salesforce emailing—and having it logged into the appropriate records—outside of your Salesforce instance wasn’t possible.

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